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Policy Implications of a Trump Presidency

Thoughts on the key impacts of a Trump administration on key infrastructure sectors in North America.

  • Nov-10-2016
  • Market Commentary
  • public

Energy MLP Strategy Update

The universe of MLP companies that ClearBridge tracks is strong and well positioned going forward, says portfolio manager Chris Eades.

  • Sep-21-2016
  • Whitepaper
  • public
  • PUB ID: MIPX306390

The Tide Is Turning

Kim Catechis believes the prospects for emerging market equities have improved.

  • Oct-28-2016
  • Whitepaper
  • public

Small-Cap Strength Broadens

Chuck Royce and Francis Gannon share their thoughts on the small-cap equity market.

  • Oct-14-2016
  • Market Commentary
  • public
  • PUB ID: MIPX310463

Balancing Income and Volatility

Focuses on the risks and rewards of a dividend-centric approach to equity strategies.

  • Oct-17-2016
  • Whitepaper
  • public

Dividend Growers Can Thrive in Rising Rate Cycle

Companies exhibiting dividend growth have outperformed those with static or decreasing dividends during periods of rate tightening.

  • Dec-06-2016
  • Whitepaper
  • public
  • PUB ID: MIPX324588

Europe Reworked: The Impact of Political Change

Michael Browne assesses the opportunities for investors as Europe’s political landscape is redrawn

  • Oct-14-2016
  • Whitepaper
  • public
  • PUB ID: MIPX311012

The Road Ahead For Infrastructure

The U.S. has an acute need for new spending on infrastructure; what impact could the U.S. election have on this issue?

  • Oct-21-2016
  • Whitepaper
  • public
  • PUB ID: MIPX314815

Optimism...And Caution

Markets are now reflecting a great deal of optimism, but investors should not lose sight of the potential risks, says ClearBridge’s Hersh Cohen

  • Jan-04-2017
  • Market Commentary
  • public

The More Things Change

Hersh Cohen comments on the economy and the outlook for dividend-paying stocks

  • Oct-03-2016
  • Market Commentary
  • public

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